KT

Kanaly Trust Portfolio holdings

AUM $471M
1-Year Est. Return 15.11%
This Quarter Est. Return
1 Year Est. Return
+15.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$514M
AUM Growth
+$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
721
New
Increased
Reduced
Closed

Top Buys

1
+$1.36M
2
+$1.19M
3
+$1.03M
4
J icon
Jacobs Solutions
J
+$953K
5
XOM icon
Exxon Mobil
XOM
+$772K

Top Sells

1
+$1.96M
2
+$731K
3
+$579K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$524K
5
HAL icon
Halliburton
HAL
+$518K

Sector Composition

1 Energy 45.58%
2 Healthcare 4.16%
3 Consumer Staples 3.4%
4 Industrials 3.04%
5 Financials 2.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$2K ﹤0.01%
+31
652
$2K ﹤0.01%
+14
653
$2K ﹤0.01%
+102
654
$2K ﹤0.01%
+6
655
$2K ﹤0.01%
92
-275
656
$2K ﹤0.01%
+26
657
$2K ﹤0.01%
+26
658
$2K ﹤0.01%
3
659
$1K ﹤0.01%
+18
660
$1K ﹤0.01%
+36
661
$1K ﹤0.01%
+100
662
$1K ﹤0.01%
+15
663
$1K ﹤0.01%
+29
664
$1K ﹤0.01%
+52
665
$1K ﹤0.01%
+80
666
$1K ﹤0.01%
21
-4
667
$1K ﹤0.01%
+30
668
$1K ﹤0.01%
+196
669
$1K ﹤0.01%
+128
670
$1K ﹤0.01%
+16
671
$1K ﹤0.01%
+47
672
$1K ﹤0.01%
+26
673
$1K ﹤0.01%
+4
674
$1K ﹤0.01%
+29
675
$1K ﹤0.01%
20
25 26
27
28 29